by Feminella, Amy | Jan 3, 2023 | News, Qualified Plan Advisors
SECURE 2.0 Last month, when Congress signed into law the omnibus spending bill “Consolidated Appropriations Act,” the expanded retirement planning provisions in SECURE 2.0 went into effect. Congress in essence voted in favor of expanding retirement coverage to...
by Feminella, Amy | Dec 21, 2022 | NewcleusGives, News, We are Newcleus
NewcleusGives Focuses on the Kids “This year we really focused on kids,” said Newcleus CEO Dan Barbaree. “It was something we all agree upon and support. Having the ability to support communities close to us and our clients is extremely important to our mission. It’s...
by Feminella, Amy | Dec 6, 2022 | Credit Union Advisors, NewcleusGives, We are Newcleus
Tacoma & Pierce County Credit Union (TAPCO CU) directed a $500 donation from NewcleusGives to Rebuilding Hope! Sexual Assault Center of Pierce County. At the MAXX, GoWest Annual Convention in Spokane, Washington, Newcleus Advisor Tedd Meyer had the privilege to...
by Feminella, Amy | Dec 6, 2022 | Bank advisors, Compensation Advisors, NewcleusGives, News, We are Newcleus
Newcleus named Great Place to Work® Second Year in a Row “We value innovation, integrity and a culture of giving and we are honored to be Great Place To Work® Certified™,” said Newcleus CEO Dan Barbaree. Great Place To Work® evaluates workplace culture, employee...
by Feminella, Amy | Nov 18, 2022 | Bank advisors, Featured, News, Qualified Plan Advisors, We are Newcleus
Newcleus’ Anthony McCracken Named Top Retirement Plan Advisor Anthony “Tony” McCracken, Newcleus Managing Director Qualified Plans, was named one of the NAPA “Aces” for 2023. These top 100 retirement plan advisors under 40 are widely seen as the future leaders of the...
by Feminella, Amy | Nov 10, 2022 | Credit Union Advisors, News, We are Newcleus
Watch Your Charitable Contribution Grow The CDA – It’s Not Magic Every year, credit unions miss out on contributing between $130 and $180 million to their communities and their favorite 501(c)3 charities. John Moreno, Director of Newcleus Credit Union Advisors,...
by Feminella, Amy | Oct 4, 2022 | Bank advisors, Compensation Advisors, Credit Union Advisors, News, Non-Qualified Plan Advisors, Qualified Plan Advisors
Strategic Plans Drive Change Clunky technology, lack of training and lawsuits were noted as industry challenges in a recent article about retirement plans and the state of the industry. On the other hand, the potential growth opportunities were glaring, particularly...
by Feminella, Amy | Oct 4, 2022 | Bank advisors, Compensation Advisors, Credit Union Advisors, News, Non-Qualified Plan Advisors, Qualified Plan Advisors
Is Your Advisor Compliance Savvy? Not all advisors are committed to making sure that your retirement 401(k) plan is on track and your process is up to date for the annual compliance report. Have they been available to walk you through the process and provide guidance...
by Feminella, Amy | Sep 29, 2022 | Bank advisors, Compensation Advisors, News, Non-Qualified Plan Advisors
Top Banks: How Do They Do It? What would it take to rank among the top banks in the US? Bank Director’s RankingBanking study surveys the performance of the 300 largest publicly traded banks in the country, ranking by profitability, asset quality and capital adequacy....
by Feminella, Amy | Sep 12, 2022 | Bank advisors, Compensation Advisors, Credit Union Advisors, Featured, News, Non-Qualified Plan Advisors, Qualified Plan Advisors, We are Newcleus
Is Your Advisor Not Making the Cut? “The percentage of sponsors looking to switch advisors is at an all-time high.” You are not alone if you are considering a new plan advisor. A Fidelity survey tracking plan sponsor attitudes for the past 13...
